Sound Income Strategies’s Invesco KBW Bank ETF KBWB Stock Holding History

Sound Income Strategies’s Portfolio KBWB Stock Details KBWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4,363	Closed	-$406K	–	503
2026 Q2	$406K	Buy	4,363 +3,467	+387%	+$303K	0.02%	319
2026 Q1	$71.8K	Buy	896 +809	+930%	+$67.6K	﹤0.01%	710
2025 Q4	$7.49K	Buy	+87	New	+$6.88K	﹤0.01%	1623
2025 Q3	–	Sell	-161	Closed	-$11.6K	–	1774
2025 Q2	$11.6K	Buy	161 +1	+0.6%	+$63	﹤0.01%	904
2025 Q1	$10.1K	Buy	160 +1	+0.6%	+$67	﹤0.01%	906
2024 Q4	$10.4K	Buy	159 +1	+0.6%	+$65	﹤0.01%	827
2024 Q3	$9.29K	Buy	+158	New	+$8.99K	﹤0.01%	815

Other funds holding KBWB

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sound Income Strategies's KBWB Position: Q3 2026 in Review

Sound Income Strategies sold out of Invesco KBW Bank ETF (KBWB) in Q3 2026, closing a stake of 4,363 shares — an estimated $406K sold.

Sound Income Strategies first reported a position in KBWB in Q3 2024 and held it in 7 quarters. The position peaked at $406K in Q2 2026. 36 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

Sound Income Strategies reported no remaining Invesco KBW Bank ETF position as of Q3 2026 after selling out during the quarter.
Sound Income Strategies sold 4,363 Invesco KBW Bank ETF shares in Q3 2026, an estimated $406K.
Sound Income Strategies first reported a position in Invesco KBW Bank ETF in Q3 2024 and held it in 7 quarters.
Sound Income Strategies's Invesco KBW Bank ETF position peaked at $406K in Q2 2026.
36 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.